Civic Intelligence

Baker Avenue Asset Management LP

Plan context: Baker Avenue Asset Management 401(K) Plan

EIN 20-1735413 • San Francisco, CA • 15 filings • 1 plans

301 Battery Street, 2nd FloorSan Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$7,464,929

2024 Contributions

$797,161

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,464,929$3,732,465$0201020172024YearValue
$7,464,929Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

44220201020172024YearValue
44Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024144$7,464,929$797,161$18,117iApproximate average salary by contribution assumption: employee only about $452,932 at 4% or $301,955 at 6%; with 50% employer match about $301,955 at 4% or $201,303 at 6%; with 100% employer match about $226,466 at 4% or $150,977 at 6%.
Baker Avenue Asset Management 401(K) Plan-44$7,464,929$797,161$18,117iApproximate average salary by contribution assumption: employee only about $452,932 at 4% or $301,955 at 6%; with 50% employer match about $301,955 at 4% or $201,303 at 6%; with 100% employer match about $226,466 at 4% or $150,977 at 6%.
2023136$5,521,610$876,107$24,336iApproximate average salary by contribution assumption: employee only about $608,408 at 4% or $405,605 at 6%; with 50% employer match about $405,605 at 4% or $270,403 at 6%; with 100% employer match about $304,204 at 4% or $202,803 at 6%.
Baker Avenue Asset Management 401(K) Plan-36$5,521,610$876,107$24,336iApproximate average salary by contribution assumption: employee only about $608,408 at 4% or $405,605 at 6%; with 50% employer match about $405,605 at 4% or $270,403 at 6%; with 100% employer match about $304,204 at 4% or $202,803 at 6%.
2022136$3,514,484$558,890$15,525iApproximate average salary by contribution assumption: employee only about $388,118 at 4% or $258,745 at 6%; with 50% employer match about $258,745 at 4% or $172,497 at 6%; with 100% employer match about $194,059 at 4% or $129,373 at 6%.
Baker Avenue Asset Management 401(K) Plan-36$3,514,484$558,890$15,525iApproximate average salary by contribution assumption: employee only about $388,118 at 4% or $258,745 at 6%; with 50% employer match about $258,745 at 4% or $172,497 at 6%; with 100% employer match about $194,059 at 4% or $129,373 at 6%.
2021134$3,913,019$349,888$10,291iApproximate average salary by contribution assumption: employee only about $257,271 at 4% or $171,514 at 6%; with 50% employer match about $171,514 at 4% or $114,342 at 6%; with 100% employer match about $128,635 at 4% or $85,757 at 6%.
Baker Avenue Asset Management 401(K) Plan-34$3,913,019$349,888$10,291iApproximate average salary by contribution assumption: employee only about $257,271 at 4% or $171,514 at 6%; with 50% employer match about $171,514 at 4% or $114,342 at 6%; with 100% employer match about $128,635 at 4% or $85,757 at 6%.
2020128$3,702,201$373,931$13,355iApproximate average salary by contribution assumption: employee only about $333,867 at 4% or $222,578 at 6%; with 50% employer match about $222,578 at 4% or $148,385 at 6%; with 100% employer match about $166,933 at 4% or $111,289 at 6%.
Baker Avenue Asset Management 401(K) Plan-28$3,702,201$373,931$13,355iApproximate average salary by contribution assumption: employee only about $333,867 at 4% or $222,578 at 6%; with 50% employer match about $222,578 at 4% or $148,385 at 6%; with 100% employer match about $166,933 at 4% or $111,289 at 6%.
2019130$2,501,641$525,105$17,504iApproximate average salary by contribution assumption: employee only about $437,588 at 4% or $291,725 at 6%; with 50% employer match about $291,725 at 4% or $194,483 at 6%; with 100% employer match about $218,794 at 4% or $145,863 at 6%.
Baker Avenue Asset Management 401(K) Plan-30$2,501,641$525,105$17,504iApproximate average salary by contribution assumption: employee only about $437,588 at 4% or $291,725 at 6%; with 50% employer match about $291,725 at 4% or $194,483 at 6%; with 100% employer match about $218,794 at 4% or $145,863 at 6%.
2018128$1,931,370$350,385$12,514iApproximate average salary by contribution assumption: employee only about $312,844 at 4% or $208,563 at 6%; with 50% employer match about $208,563 at 4% or $139,042 at 6%; with 100% employer match about $156,422 at 4% or $104,281 at 6%.
Baker Avenue Asset Management 401(K) Plan-28$1,931,370$350,385$12,514iApproximate average salary by contribution assumption: employee only about $312,844 at 4% or $208,563 at 6%; with 50% employer match about $208,563 at 4% or $139,042 at 6%; with 100% employer match about $156,422 at 4% or $104,281 at 6%.
2017130$2,292,080$322,865$10,762iApproximate average salary by contribution assumption: employee only about $269,054 at 4% or $179,369 at 6%; with 50% employer match about $179,369 at 4% or $119,580 at 6%; with 100% employer match about $134,527 at 4% or $89,685 at 6%.
Baker Avenue Asset Management 401(K) Plan-30$2,292,080$322,865$10,762iApproximate average salary by contribution assumption: employee only about $269,054 at 4% or $179,369 at 6%; with 50% employer match about $179,369 at 4% or $119,580 at 6%; with 100% employer match about $134,527 at 4% or $89,685 at 6%.
2016138$1,746,793$357,466$9,407iApproximate average salary by contribution assumption: employee only about $235,175 at 4% or $156,783 at 6%; with 50% employer match about $156,783 at 4% or $104,522 at 6%; with 100% employer match about $117,588 at 4% or $78,392 at 6%.
Baker Avenue Asset Management 401(K) Plan-38$1,746,793$357,466$9,407iApproximate average salary by contribution assumption: employee only about $235,175 at 4% or $156,783 at 6%; with 50% employer match about $156,783 at 4% or $104,522 at 6%; with 100% employer match about $117,588 at 4% or $78,392 at 6%.
2015138$1,359,333$500,022$13,158iApproximate average salary by contribution assumption: employee only about $328,962 at 4% or $219,308 at 6%; with 50% employer match about $219,308 at 4% or $146,205 at 6%; with 100% employer match about $164,481 at 4% or $109,654 at 6%.
Baker Avenue Asset Management 401(K) Plan-38$1,359,333$500,022$13,158iApproximate average salary by contribution assumption: employee only about $328,962 at 4% or $219,308 at 6%; with 50% employer match about $219,308 at 4% or $146,205 at 6%; with 100% employer match about $164,481 at 4% or $109,654 at 6%.
2014127$1,153,152$326,892$12,107iApproximate average salary by contribution assumption: employee only about $302,678 at 4% or $201,785 at 6%; with 50% employer match about $201,785 at 4% or $134,523 at 6%; with 100% employer match about $151,339 at 4% or $100,893 at 6%.
Baker Avenue Asset Management 401(K) Plan-27$1,153,152$326,892$12,107iApproximate average salary by contribution assumption: employee only about $302,678 at 4% or $201,785 at 6%; with 50% employer match about $201,785 at 4% or $134,523 at 6%; with 100% employer match about $151,339 at 4% or $100,893 at 6%.
2013126$764,147$253,521$9,751iApproximate average salary by contribution assumption: employee only about $243,770 at 4% or $162,513 at 6%; with 50% employer match about $162,513 at 4% or $108,342 at 6%; with 100% employer match about $121,885 at 4% or $81,257 at 6%.
Baker Avenue Asset Management 401(K) Plan-26$764,147$253,521$9,751iApproximate average salary by contribution assumption: employee only about $243,770 at 4% or $162,513 at 6%; with 50% employer match about $162,513 at 4% or $108,342 at 6%; with 100% employer match about $121,885 at 4% or $81,257 at 6%.
2012116$393,310$191,120$11,945iApproximate average salary by contribution assumption: employee only about $298,625 at 4% or $199,083 at 6%; with 50% employer match about $199,083 at 4% or $132,722 at 6%; with 100% employer match about $149,313 at 4% or $99,542 at 6%.
Baker Avenue Asset Management 401(K) Plan-16$393,310$191,120$11,945iApproximate average salary by contribution assumption: employee only about $298,625 at 4% or $199,083 at 6%; with 50% employer match about $199,083 at 4% or $132,722 at 6%; with 100% employer match about $149,313 at 4% or $99,542 at 6%.
2011114$278,631$179,362$12,812iApproximate average salary by contribution assumption: employee only about $320,289 at 4% or $213,526 at 6%; with 50% employer match about $213,526 at 4% or $142,351 at 6%; with 100% employer match about $160,145 at 4% or $106,763 at 6%.
Baker Avenue Asset Management 401(K) Plan-14$278,631$179,362$12,812iApproximate average salary by contribution assumption: employee only about $320,289 at 4% or $213,526 at 6%; with 50% employer match about $213,526 at 4% or $142,351 at 6%; with 100% employer match about $160,145 at 4% or $106,763 at 6%.
2010112$105,431$97,354$8,113iApproximate average salary by contribution assumption: employee only about $202,821 at 4% or $135,214 at 6%; with 50% employer match about $135,214 at 4% or $90,143 at 6%; with 100% employer match about $101,410 at 4% or $67,607 at 6%.
Baker Avenue Asset Management 401(K) Plan-12$105,431$97,354$8,113iApproximate average salary by contribution assumption: employee only about $202,821 at 4% or $135,214 at 6%; with 50% employer match about $135,214 at 4% or $90,143 at 6%; with 100% employer match about $101,410 at 4% or $67,607 at 6%.